Core Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Sell |
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|
2025
Q1 | $919K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $952K | Buy |
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|
2024
Q1 | $977K | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $975K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $984K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $929K | Hold |
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|
2022
Q2 | $954K | Buy |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.24M | Hold |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.27M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $1.32M | Sell |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $1.09M | Sell |
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|
2020
Q1 | $2.06M | Sell |
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|
2019
Q4 | $3M | Buy |
|